Q4 guide: $16.7B to $16.9B. Street was at $15.8B.
Hyperscaler orders went from a $5B target to $9B in one year.
Arista and HPE both caught bids just from the halo effect.
40 year old networking company is suddenly one of the hottest AI trades on the market.
Who's buying the open?
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Analysts expected $15.8B in Q4 revenue.
Cisco guided $16.7B–$16.9B.
Stock jumped 19% after hours. Already up 32% this year.
The bigger number: hyperscaler orders are now tracking $9B for fiscal 2026. They set a $5B target not long ago.
They're also cutting 4,000 jobs. Redeploying cash into silicon, fiber, security, and internal AI.
If Cisco can pivot this fast, who's next?
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Cerebras lists on Nasdaq today as CBRS.
$185 IPO. 30M shares. $5.55B raised.
Pre-IPO perps trading ~$300 with $25M OI and $15M 24h volume — 62% above the official price. That implies ~$91B valuation if it holds.
Three prices colliding at open: IPO allocation, Nasdaq print, and perp expectation.
Scenarios:
These perps on markets.xyz aren’t shares. Cash-settled and convert on real data; mark price can gap hard with liquidation risk.
Cerebras has AI tailwinds but valuation and liquidity questions are live.
Where do you think it opens and how are you playing it?
GME dropped 4-5% but has been climbing back all morning.
The order flow after the rejection was actually not that bearish.
Watching it live on markets.xyz. Wasn't the dump I expected.
Dead deal or does Cohen have another move?
Circle reported Q1 2026 this morning:
USDC in circulation hit $77B (+28% YoY). On-chain volume: $21.5 trillion, up 263% YoY, which is 63% of all stablecoin volume. Revenue came in at $694M (+20%), EBITDA $151M (+24%).
Net income dipped 15% but they're reinvesting into Arc, a new L1 they just raised $222M for at $3B FDV. Backers include a16z, BlackRock, ARK, and Apollo. That's not a distress raise. That's a war chest.
looking at trader sentiment on markets.xyz after the drop. 71.9% of 546 trades this week are biased UP on CRCL. It is currently trading at $117.88.
Is this a sustained move or are will we see people selling the news?
trade 24/7 markets now: markets.xyz/mobile-app
Apple is reportedly making Intel its chip manufacturer for future devices.
$INTC went from $117 to $126+ in a single candle. Nearly vertical.
This stock was dead. Completely forgotten while NVDA and AMD took everything.
Then this headline changed everything.
Had $INTC on my watchlist this week on markets.xyz.
Anyone else positioning into this kind of setup? Would love to know how you're playing it.
$686K cashed out at +73.6% on one trade.
Portfolio sitting at $44.03M. $6.5M lifetime profit. 96,932 trades.
Still has these open:
https://markets.xyz/mobile-app ties it all together in real time. Whale positions, global news, on-chain flows. You're seeing why these trades are made, not just the trades themselves.
Is Loracle front-running a bigger rotation into metals and alts?
The DoD is leaning hard into AI for data processing and battlefield decision-making. Scale's been quietly positioning for this for years.
Meta has a ~49% stake, so this is basically indirect gov validation of their biggest AI bet. Watch for ripple effects into PLTR and cloud infra plays.
Tracking how this moves META and the broader AI defense basket in real time on markets.xyz. Whale alerts been firing all morning.
Already priced in or is there still room to run?
Address: 0x84b36f07a6547b1d6A2414240dB69D9BBD0Ee01f
Now shorting $TON
Monitor here: https://hypurrscan.io/address/0x84b36f07a6547b1d6A2414240dB69D9BBD0Ee01f#txs
+11% today. New ATH.
Micron started shipping a 245TB SSD. Uses 82% fewer racks than hard drives.
Fitch upgraded their debt rating. Hyperscalers are now signing long-term supply deals just to lock in capacity.
Then Meta, Microsoft, and Apple all warned about rising memory costs on earnings last week.
+122% YTD. +690% past year.
I was watching the setup on markets.xyz before the open. Volume was already telling the story.
$700 next or do we think it slows down?
Everyone's watching the headline numbers. $0.28 EPS, $1.5B revenue, 75% YoY growth. But that's the floor, not the ceiling.
The real test is whether Q2 guidance beats $1.68B consensus, whether full year US commercial revenue clears $3.14B, and honestly whether they raise the full year outlook at all. Any one of those alone moves the needle.
HSBC downgraded them last week, cutting the price target $54 to $205, citing OpenAI and Anthropic moving into their lane. That FUD is already priced in a bit. Stock's down 13% YTD.
Holding into the print. Earnings call 5PM ET. Who else is in?
$56.3B revenue. +33% YoY. Ads printing. AI working.
Then they said $125-145B capex in 2026.
Google and Microsoft can justify AI spend because they have cloud revenue to show for it. Meta doesn't have that. Just ads. So when they commit $145B, investors have nothing to point to except trust.
Watching the whale flows on markets.xyz after-hours. Options market was already positioned before the dust settled. Someone knew the capex number was going to hit different.
Is this an overreaction?
293 million premium subs. Revenue up 8.2%. Q1 was fine.
Then they guided Q2 to 299M.
Street wanted 300.29M.
One million subscribers. Twelve percent of the stock price. Gone.
Shares around $433. Down 25% YTD. Over 40% off all-time highs.
Price hikes are working on revenue. They might be killing net adds. At some point those two things stop coexisting.
Caught this one early on markets.xyz before the tape really started moving.
Loading up or waiting for stabilization?
So WSJ exclusive revealed: OpenAI missed their internal targets.
ChatGPT never hit 1 billion weekly active users by year-end
Multiple monthly revenue targets in 2026? Missed
Anthropic is eating their lunch on coding/enterprise.
ORCL -7%+ (deep in the OpenAI cloud deal ecosystem)
CRWV -8% (entire business model is AI capex spend continuing forever)
AMD sliding too because apparently we're just repricing the whole AI supply chain today.
This isn't random selling. These names were priced for OpenAI executing perfectly. The moment the growth story cracks, the multiple compression is violent.
OpenAI is burning cash sprinting toward an IPO while locking in $billions in infrastructure deals. The whole bull thesis required user growth + revenue to actually show up. Turns out "we're OpenAI" isn't a revenue model.
Real question: are we finally seeing the AI capex bubble start to deflate, or is this just a dip before the next "AI IS EVERYTHING" pump?
What positions are you holding into this? 👇
Proceeds fund the buyback of their 49% Irish Fab 34 stake from Apollo. Full fab control right as AI demand for Xeon chips is spiking.
Blowout sales forecast. Record high share price. US government stake sitting on massive paper gains. Now a $50B bond order book.
Been tracking the institutional flows and whale moves on markets.xyz as this played out. Equity followed the bond signal fast.
Institutions are pricing in a full comeback. The data is starting to back it up.
NDRC ordered the unwind today. National security concerns.
Manus is Singapore-incorporated but built by Chinese founders. Doesn’t matter. Beijing is saying AI talent and IP with Chinese roots stays in China.
Been watching the fallout in real time on markets.xyz Whale wallets that were long META started moving within an hour of the news drop.
META is already fighting with OpenAI, Google, and Microsoft on agents. Now their $2B acquisition just got vaporized.
How does this hit META's AI timeline? And does this make US-listed AI plays more attractive if cross-border deals are basically dead now?
NDRC ordered the unwind today. National security concerns.
Manus is Singapore-incorporated but built by Chinese founders. Doesn’t matter. Beijing is saying AI talent and IP with Chinese roots stays in China.
Been watching the fallout in real time on markets.xyz. Whale wallets that were long META started moving within an hour of the news drop.
META is already fighting with OpenAI, Google, and Microsoft on agents. Now their $2B acquisition just got vaporized.
How does this hit META's AI timeline?